We are live on
!
Find out more
CFA
Cahill Financial Advisors Portfolio holdings
AUM
$924M
1-Year Est. Return
16.55%
This Fund
S&P 500
This Quarter
Est. Return
+2.15%
1 Year Est. Return
+16.55%
3 Year Est. Return
+45.19%
5 Year Est. Return
+47.05%
10 Year Est. Return
+151.91%
AUM
$914M
AUM Growth
+$36M
(+4.1%)
Cap. Flow
+$186M
Cap. Flow
% of AUM
20.31%
Top 10 Holdings %
Top 10 Hldgs %
43.89%
Holding
291
New
3
Increased
119
Reduced
132
Closed
10
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
+$146M |
| 2 |
Vanguard Total Bond Market
BND
|
+$13.8M |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$12.3M |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$8.64M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$8.04M |
Top Sells
| 1 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$17.8M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$7.86M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
+$1.06M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$907K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$803K |
Sector Composition
| 1 | Technology | 3.98% |
| 2 | Financials | 3.14% |
| 3 | Industrials | 1.29% |
| 4 | Healthcare | 0.86% |
| 5 | Consumer Discretionary | 0.8% |
Similar funds
TC
MHIC
ICM
OWIM
GFG
CIG
KI
BCM